| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Alan Raymond Control | Managing Member & President | Over 75% | 2017 |
| Oscar Martinez Control | Chief Compliance Officer | Under 5% | 2020 |
Valley Wealth Strategies, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
Valley Wealth Strategies, LLC reports 30 employees.
Valley Wealth Strategies, LLC is based in Lodi, CA and has been SEC-registered since 2018.
Valley Wealth Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 404 W. Pine Street, Suite 6, Lodi, CA 95240 |
| Phone | (209) 366-1264 |
| Fax | (209) 334-4217 |
| Office hours | 7:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $274M |
| Non-discretionary | $931.2M |
| Total (RAUM) | $1.21B |